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The CFA Institute is a recognized Educational Institution by Revenu Quebec; CFA Charter-holders are legally recognized by the Canadian Securities Administrators (CSA) as qualifying for the position of portfolio manager, investment counsel, adviser in derivatives & commodity futures, exchange contracts and for the position of securities adviser ...
The CFA Institute is a global, not-for-profit professional organization that provides investment professionals with finance education. The institute aims to promote standards in ethics, education, and professional excellence in the global investment services industry.
The chartered financial analyst (CFA) is a certification for financial professionals demonstrating expertise in topics such as equity investments, financial statements and wealth planning. A ...
Candidates for the CIPM qualification must adhere to the same body of professional ethics and professional conduct [1] that has been devised for Chartered Financial Analysts by the CFA Institute. To obtain the Certificate, one must sequentially pass two examinations (known respectively as Principles and Expert ).
The Financial Analysts Journal is a quarterly peer-reviewed academic journal covering investment management, published by Routledge on behalf of the CFA Institute. It was established in 1945 and as of August 2022, the editor-in-chief is William N. Goetzmann.
The ACIIA is recognised and promoted by both ASIF and EFFAS representing financial analyst federations in Asia and Europe. ACIIA is the international umbrella organisation for national and regional associations of investment professionals representing over 60,000 portfolio managers, analysts, investment advisers, asset managers and fund managers etc. worldwide.
Uniform Investment Adviser Law Examination, also called the Series 65 exam, is a test taken by individuals in the United States who seek to become licensed investment adviser representatives.
Donald Trump will be assuming the office of U.S. president on Jan. 20, 2025, and his return to the role could usher in a wide variety of economic changes.
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